Manage breakdowns, quotes and services all in the same system
It is essential for plumbing and heating contractors to keep everything quick and efficient to go through a large capacity of jobs. With Taskbe, invoicing, capitalising profits and keeping expenses in order can all be complete easily. Be compliant by saying no more to paper gas safety certificates! Produce and generate a PDF certificate quickly and provide to tenant so they do not lose their copy.
Track if jobs are open, complete, pending, etc
Book appointments for jobs and keep organised
Track inquiries and quotes and turn them into jobs
Planned Preventive Maintenance
Plan PPM schedules regularly
Automated job costing with reports
App for Engineers
Engineers can view, update and attach information for each job
Produce invoices easily and send them straight away
Keep customers updated with real time alerts
Produce KPI reports with property details
Replenish stock and raise orders and match invoices
Link other software’s such as Sage, QuickFile, etc to save time
Set annual boiler servicing and customer reminders
Produce documents via the app including gas safety certificates, job sheets and assessments
Locate engineers and journey histories
Have a full tracking on gas use
Annual Service Scheduling
General services for plumbing and heating companies usually include breakdowns, managing installations and a wide range of service work. Taskbe can allow you to keep on top of important annual services by pre-set scheduling appointments, setting reminder emails to customers and keeping you updated with any changes.
Save Time via the App
Taskbe will allow you to save plenty of time by getting as many jobs complete as possible and a lot less paperwork. Field engineers will need fewer trips to the office as they will be updated via the app instead. Their job will be a lot easier by having access to boiler information, history of the location, and a record of gas safety certificates. Engineers can attach photos and diagrams to the app to keep everything organised.
You can produce KPI reports through Taskbe for your clients and provide them with property details with information about jobs, boiler details and gas safety certificates. You can link Taskbe with other software systems to also produce other relevant documents and reports.